Effectdossier · gearchiveerd kwartaal
VRTS
Virtus Investment Partners, Inc. · Financial Services · Asset Management
16Gevolgde houders
-3Δ houders
2.95MGehouden aandelen
$559.66MGerapporteerde waarde
+0Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -15.8% ·
aandelenstroom +2.5% ·
netto nieuwe posities -20.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 81 | +1 | 4.87M | $698.68M | +5 | −4 |
| Q1 2026 | 83 | -5 | 4.56M | $611.96M | +5 | −10 |
| Q4 2025 | 88 | 0 | 4.99M | $814.45M | +1 | −1 |
| Q3 2025 | 16 | -3 | 2.95M | $559.66M | — | −4 |
| Q2 2025 | 17 | 0 | 2.59M | $469.01M | — | — |
| Q1 2025 | 14 | +1 | 805.44K | $138.83M | +1 | — |
| Q4 2024 | 13 | 0 | 769.91K | $169.84M | +1 | −1 |
| Q3 2024 | 12 | 0 | 505.50K | $105.88M | +1 | −1 |
| Q2 2024 | 12 | — | 500.24K | $112.99M | — | — |
Wie het bezit · Q3 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 972.18K | -2.7% | $184.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passief) | 846.51K | -2.7% | $160.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passief) | 846.51K | -2.7% | $160.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passief) | 846.51K | -2.7% | $160.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passief) | 846.51K | -2.7% | $160.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passief) | 846.51K | -2.7% | $160.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (passief) | 304.79K | +8.1% | $57.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 195.17K | — | $37.09M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Geode Capital Management ✦ (passief) | 154.89K | -0.1% | $29.44M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 32 | Geode Capital Management ✦ (passief) | 154.89K | -0.1% | $29.44M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 114.77K | +60.9% | $21.81M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 114.77K | +60.9% | $21.81M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 114.77K | +60.9% | $21.81M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 114.77K | +60.9% | $21.81M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 114.77K | +60.9% | $21.81M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 94.33K | — | $17.93M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Fisher Asset Management ✦ | 62.71K | -0.1% | $11.92M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 49 | Two Sigma Investments ✦ | 46.06K | +574.8% | $8.75M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 38.75K | — | $7.36M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Goldman Sachs Group ✦ | 38.75K | — | $7.36M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Arrowstreet Capital ✦ | 37.74K | +220.5% | $7.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | T. Rowe Price ✦ | 35.70K | -9.0% | $6.79M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 54 | T. Rowe Price ✦ | 35.70K | -9.0% | $6.79M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 55 | Millennium Management ✦ | 30.38K | +206.6% | $5.77M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 5.88K | +15.8% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Fidelity (FMR) ✦ | 5.88K | +15.8% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Marshall Wace ✦ | 2.69K | -70.2% | $510,991 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 59 | Marshall Wace ✦ | 2.69K | -70.2% | $510,991 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 60 | Renaissance Technologies ✦ | 2.53K | -65.0% | $480,586 | 0.0% | ▼ Trim | 6 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Norges Bank | $7.18M | was 0.0% |
| D. E. Shaw & Co. | $1.80M | was 0.0% |
| Point72 Asset Management | $670,491 | was 0.0% |
| Citadel Advisors | $421,755 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 235 houders, 5.61M aandelen, $737.29M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q3 2025 ·
Methodologie ·
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